DeltaNet CRM + involve.me
Add new completed involve.me submissions to DeltaNet CRM groups
Effortlessly manage your contacts with this Involve.me to DeltaNet CRM workflow. Every time there's a new completed submission in Involve.me, this automation will promptly add the contact to a specified group in DeltaNet CRM, keeping your database organized and up-to-date. Enhance your lead and customer relationship management effortlessly, without any manual work.
Effortlessly manage your contacts with this Involve.me to DeltaNet CRM workflow. Every time there's a new completed submission in Involve.me, this automation will promptly add the contact to a specified group in DeltaNet CRM, keeping your database organized and up-to-date. Enhance your lead and customer relationship management effortlessly, without any manual work.
- When this happens...New Completed Submission
Triggers when a participant completes a submission in your funnel.
- automatically do this!Add to Group
Add customer to group
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involve.me FunnelRequired
Try ItOrganizationRequired
EmailRequired
TagRequired
Processed/Unprocessed Lead
Request Type
Request Source
Customer Group
Showing Type
Assigned Agent
Office
Assignment Type
Try ItFirst NameRequired
Last NameRequired
emailRequired
Cell Phone
Daytime phone
Evening Phone
Note
OrganizationRequired
EmailRequired
OrganizationRequired
EmailRequired
TagRequired
Processed/Unprocessed request
Request Type
Request Source
Customer Groups
Showing Type
Assigned Agent
Office
Assignment Type
Try Itcustomer_emailRequired
NoteRequired
Date
